Connect Proposify to LeadConnector and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Proposify to LeadConnector with a Zapier template.

Our most popular template

Add and update contacts in LeadConnector when new proposals are won in Proposify
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LeadConnector + Proposify
Create and update LeadConnector opportunities from signed proposals in Proposify
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LeadConnector + Proposify
Create and update LeadConnector opportunities from sent Proposify proposals
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LeadConnector + Proposify
Update LeadConnector contacts when new proposals are sent in Proposify
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LeadConnector + Proposify
Add new Proposify signed proposals to LeadConnector as campaign leads
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LeadConnector + Proposify
Update LeadConnector contacts when proposals are lost in Proposify
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LeadConnector + Proposify

Add and update contacts in LeadConnector when new proposals are won in Proposify

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LeadConnector + Proposify

Create and update LeadConnector opportunities from signed proposals in Proposify

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LeadConnector + Proposify

Create and update LeadConnector opportunities from sent Proposify proposals

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LeadConnector + Proposify

Update LeadConnector contacts when new proposals are sent in Proposify

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LeadConnector + Proposify

Add new Proposify signed proposals to LeadConnector as campaign leads

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LeadConnector + Proposify

Update LeadConnector contacts when proposals are lost in Proposify

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LeadConnector + Proposify

Add LeadConnector opportunities when clients comment on Proposify proposals
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LeadConnector + Proposify
Track viewed Proposify proposals by adding or updating opportunities in LeadConnector
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LeadConnector + Proposify

How Zapier works

Zapier makes it easy to integrate Proposify with LeadConnector - no code necessary. See how you can get setup in minutes.

Select a trigger from Proposify

A trigger is an event that starts your Zap and runs the workflow. For example, with Proposify, a trigger could be "Client Commented on a Proposal."

A trigger is the event that kicks off your automated workflow.

Setup an action from LeadConnector

An action is what takes place after the automation is triggered. For example, with LeadConnector, the action could be "Add/Update Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Proposify to LeadConnector

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Proposify and LeadConnector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Proposify and LeadConnector to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- First Name
  Required
- Last Name
  Required
- Proposal Name
  Required
- User Phone
- Email Address
  Required
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
Action
Write

- Campaign
  Required
- First Name
  Required
- Last Name
  Required
- Proposal Name
  Required
- User Phone
- Email Address
  Required
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Title
- Task Description
  Required
- Due Date
  Required
- First Name
  Required
- Last Name
  Required
- User Phone
- Email Address
  Required
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Primary Person
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Proposal Name
  Required
- User Phone
- Email Address
  Required
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- In Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- User Phone
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Proposal Name
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Task Description
  Required
Action
Write